Re: Reporting Leads that Change Score Each Week

Anonymous
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Reporting Leads that Change Score Each Week

Is there a way to get a report of leads who's scores have changed? At the end of each week we review email and website activity and we'd like to focus on the leads that showed the most increase in score week-over-week.

Thanks in advanced for any ideas

Scott
2 REPLIES 2
Anonymous
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Re: Reporting Leads that Change Score Each Week

Sure, just make a Smart List and use the Score Was Changed filter with a timeframe on last week. Now, that won't show you how much change, but it will pull the list of the folks who did change.

Also, the "flames" in MSI are similar in that the show recently active leads.
Anonymous
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Re: Reporting Leads that Change Score Each Week

Erik -

Thanks - that gives me a great start. If I ultimately need to get a list of the biggest movers in terms of score, would this work?

1. Set up a field on each lead/contact for "prior week's score"
2. Set up a campaign that runs every Saturday night that copies the current Behavior Score to the Prior Week's Score

Then, using the smart list above, I'd have all the data points I need to see my biggest movers (in terms of scores). I totally get that this is what the Flames are designed to do. We're a startup with a small sales team and are looking at everything in deep detail to see where we need to focus.